A hands-on two-day workshop to help you master the key action steps to build an effective roadmap, link to strategic decision-making processes and integrate across the enterprise.

Course Instructor

Internationally recognized roadmapping expert :
 Dr. Irene J. Petrick
Professor of Practice
Penn State University 
 

"Dr. Petrick's breadth of exposure to the issues surrounding strategic planning methods and their use in the real world of business are very valuable for any company that depends on innovation. She understands both the methods of strategic planning and, more importantly, the contexts in which these methods are selected and applied."

Jeff Lind
Associate Technical Fellow
Boeing Phantom Works
Enterprise Technology Planning

By attending this session, you will learn to:

• Assess your company’s readiness to undertake roadmapping and identify critical information gaps
• Create a roadmap architecture that reflects your company's competitive dynamics and position in the supply chain
• Mitigate common organizational barriers to roadmap creation and adoption
• Develop an effective implementation plan to achieve a sustainable roadmapping practice
• Identify key metrics to gauge roadmapping progress and performance

By participating in this highly practical, hands-on workshop, you will receive:

• A roadmapping maturity model to determine your current and possible future roadmapping interests
• A high level roadmapping process model, linked to underlying activities, data needs, and participants
• A 10-step roadmapping reference guide
• Multiple templates and questionnaires to guide beginning roadmapping efforts - tailored to your company’s goals and target roadmapping efforts
• Proven strategies to break down implementation barriers and overcome roadmapping adoption challenges
• Extensive pre-assigned workshop materials (templates, questionnaires, case examples) in preparation for this highly interactive workshop – excellent tools to aid you in getting roadmapping efforts off the ground and running at your company
• A  follow-up summary of key discussion learnings from lectures and breakout discussion groups – a useful tool to refer back to and share with colleagues as you build your roadmapping plan
• A strong network of like-minded industrial contacts to continue discussions into the future, including electronic discussion forums that are password protected and dedicated to your workshop group 

This popular session is strictly limited to 35 participants - early registration is strongly advised.

About the Instructor

Irene J. Petrick is a Professor of Practice who has been in the College of IST since 2003. Prior to joining IST, she spent three years as an assistant professor of Industrial Engineering. In addition to her professorial activities, she has over 25 years of experience in technology planning, management and product development in both the academic and industrial settings. She is author or co-author on more than 100 publications and presentations.

Dr. Petrick specializes in innovation, technology forecasting, digital roadmapping, and systems management. Recently she has been focusing on global collaboration and supply network effectiveness. While remaining a full-time faculty member, Petrick has received the Boeing Welliver Faculty Fellowship (2005), has been a Computer Sciences Corporation (CSC) Faculty Intern on global assignment in India (Summer 2008), Directed the Enterprise Informatics and Integration Center (2007 to 5/2009) and most recently is working as a Faculty Administrative Fellow with Penn State’s Office of Economic and Workforce Development for 2009.

Since she joined academia in 2000, Dr. Petrick has been supported by a variety of sponsors in projects valued at over $5 million, including IBM, Lockheed-Martin, Metal Powders Industry Federation, U.S. Department of Energy, U.S. Marine Corps, National Institutes of Standards and Technology, the PA Department of Environmental Protection and the PA Department of Commerce. She is also actively engaged with companies in their roadmapping and technology strategy activities, including work with ten Fortune 100 companies, the U.S. military, and a wide variety of small to medium sized enterprises.

Why Roadmapping Is Important

Roadmapping is a mainstream tool that has been gaining popularity since the 1980s. Yet more than two decades later, companies still struggle with how to get started, and more importantly, how to make roadmapping a sustainable and value-add activity. Typically, roadmapping has been used to drive technology and product strategy around the area of innovation. More recently, companies gaining the greatest benefit from this technique have expanded it to embrace multiple elements of strategy to answer critical questions including:

• What, when and how to invest critical resources in technology
• How to develop collaboration and partnership strategies that leverage R&D and other resources across organizations
• How to expand existing markets and grow into new markets
• How to continue to be successful in the marketplace while migrating from one product base to another
• How to link information and activities in one part of the organization to other areas that face significant challenges

Participants will leave this workshop with a roadmap architecture that will target the best starting points for roadmapping and guide individual roadmap development. In addition, participants will explore common barriers and challenges to roadmapping within an organizational unit, across functional silos and beyond the company to its partners/suppliers.

By participating in this highly practical workshop, you will receive:

• A roadmapping maturity model to determine your current and possible future roadmapping interests 

• A high level roadmapping process model, linked to underlying activities, data needs, and participants 

• A 10-step roadmapping reference guide 

• Multiple templates and questionnaires to guide beginning roadmapping efforts

• Extensive pre-assigned workshop materials (templates, questionnaires, case examples) in preparation for this highly interactive workshop – excellent tools to aid you in getting roadmapping efforts off the ground and running at your company 

• A follow-up summary of key discussion learnings from lectures and breakout discussion groups – a useful tool to refer back to and share with colleagues as you build your roadmapping plan 

• A strong network of like-minded industrial contacts to continue discussions into the future, including electronic discussion forums that are password protected and dedicated to your workshop group

• Proven strategies to break down implementation barriers and overcome roadmapping adoption challenges

Agenda and Course Outline

Who Should Attend

This workshop is designed specifically for technology managers, marketing directors, product portfolio leaders, and others in the organization who are seeking a better way to link market needs and technology evolution. Manufacturers, service providers, suppliers, and others will gain vital tools to help them navigate the complex landscape of product (or service)/technology/market strategy.

Attendees are NOT required to have significant experience with product and technology roadmapping. To bring all attendees to a base level of knowledge in roadmapping fundamentals, pre-workshop reading, questionnaires and templates will be provided to help each participant prepare for the session.

Note: Limited Attendance:

This workshop is strictly limited to 35 attendees to ensure an optimal learning experience for all participants. We recommend early registration as seats will potentially sell out quickly.

Registration Fee:

$1995/person. Fee includes pre-workshop materials (readings, templates, questionnaires), program materials (including roadmapping reference guide, roadmapping maturity model and roadmapping process model), luncheons, refreshment breaks, and post workshop summary of workshop discussion groups and follow-up resource lists.

Schedule:

Day One: Registration/Continental Breakfast begins at 7:00am and the workshop begins at 8:00am. Sessions conclude at 5:00pm.
Day Two: Continental Breakfast begins at 7:00am. Session begins at 8:00am and concludes at 4:00p.

Location and Hotel Accomodations:

The Product and Technology Roadmapping Workshop will be held at:

Hilton Suites Chicago
198 East Delaware Place
Chicago, IL 60611

For reservations please call 312-664-1100. A limited block of rooms is available at a discounted group rate of $179. Please reserve early and be sure to mention that you will be attending "Management Roundtable's Roadmapping Workshop"

No-Risk Guarantee:

Your satisfaction is 100% guaranteed – money-back or credit. If you’re not satisfied with the quality of this program, let us know in writing and we’ll refund your registration fee.

Cancellations/Substitutions:

You may send a substitute attendee in your place at any time with no penalty (please inform us in advance, if possible). Cancellations made within 15 business days of the event are subject to a $500 administration fee or the full fee can be credited towards a future purchase. No-shows are liable for the full fee.

Workshop Attire:

We recommend attire in the category of "business casual". It is highly encouraged that you also dress is layers when possible to remain comfortable—please be aware that event facilities are notorious for temperature fluctuations throughout the day of the event.